Switchable Billing Tables / Alternative Rate Tables
The general idea is to add an option to setup a secondary rate table that could switch an entire system to the alternative rates. An example would be a rate table for standard rates and a rate table that is used in times of emergency. Currently yo...
Currently we have to pull the work order type code report to see the list of work orders for example "Semi Perms" and then go to the work order menu and type in every work order individually to print and save. It would be so helpful to pull the wo...
Create an online portal to allow customers to apply for utiltiy serivce accounts online. Ideally, once customer has applied the application would sit in a queue for processing by staff member. This would greatly reduce our data entry time.
When reconciling credit card payments, Front Counter payments don’t show an account number nor name of the person making the payment. We have had several issues where we don’t know who made the payment and asked point and pay to reverse the paymen...
Add a quick link to associated data record on notes under review. When you open notes under review, if you want to see more information about that note or customer acount you have to leave the note screen and go to a different menu for inquiry. It...
The ability to copy a current builder/customer to a new account
As a rapidly growing city we have a lot of new communities being built and adding the builder’s information with each new account is a lot of unnecessary work. Being able to copy the same billing information from one acct to another will save a lo...
Develop an easier to use app for field staff to use on their phones when in the field. Allow for easy picture upload, GPS locating, and note creation. Current W/O process is cumbersome and clunky. Causes a lot of issues for our field teams when cl...
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